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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,091 | $135,956-83.0% | $123,894-81.4% | $273,972-91.6% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 7.30% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $803 | $5,170-84.5% | $4,617-82.6% | $4,869-83.5% |
| Participant deferral / active EE | $1,674 | $6,343-73.6% | $5,984-72.0% | $5,287-68.3% |
| Admin fee / account holder | $275 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |